Wealth Management Client Service Associate

Maps Credit Union; Salem (OR); On-site; USD 39,000 - 45,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Health Savings Account

Flexible Spending Accounts

Employer-paid Life Insurance

Employer-paid Short-Term Disability

Employer-paid Long-Term Disability

401(k) with employer match

Paid time off

10 paid holidays

Employee Assistance Program

Student loan paydown

Employee loan discount

Wellness incentives

Job summary

Maps Credit Union in Oregon is seeking a patient, service‑driven Client Service Associate to support the Wealth Management team and financial advisors, delivering outstanding member experiences and coordinating onboarding. You will respond to inquiries, process transactions, schedule meetings, and help with documentation while upholding regulatory requirements and Maps’ core values.

This role blends client service with financial services.

Qualifications

• Strong ethical standards and sound professional judgment.
• Excellent organizational and documentation skills.
• Commitment to continuous learning and development.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to build trust and relationships with members and teammates.

Responsibilities

• Provide exceptional member service by addressing inquiries and delivering timely solutions.
• Process client transactions, deposits, disbursements, and service requests accurately.
• Support onboarding, ensuring a smooth member experience from start to finish.
• Assist advisors by scheduling meetings and preparing for client discussions.
• Serve as liaison between members, Ameriprise, Maps, and internal partners.
• Maintain relationships with members, clients, and team members.
• Uphold regulatory requirements and Maps' core values in all interactions.
• Support sales referrals, education events, and collaboration with branch teams.
• Participate in investment and credit union integration initiatives.

Skills

Ethical standards

Organizational skills

Continuous learning

Communication skills

Relationship building

Time management

Discretion

Attention to detail

Adaptability

Collaboration

Education

Associate degree

Job description

Maps Credit Union in Oregon is seeking a patient, service‑driven Client Service Associate to support the Wealth Management team and financial advisors, delivering outstanding member experiences and coordinating onboarding. You will respond to inquiries, process transactions, schedule meetings, and help with documentation while upholding regulatory requirements and Maps’ core values.

This role blends client service with financial services.